Tata Short Term Bond Fund vs HDFC Short Term Debt Fund compare
HDFC Short Term Debt Fund - Growth Option
Tata Short Term Bond Fund -Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Fund | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹18143 Cr | ₹3441 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2010 | 09 Aug 2002 |
Category | Short Duration | Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short Duration Fund BII Index | CRISIL Short Duration Fund AII Index |
Turn Over | 9.03% | 0.0% |
Expense Ratio | 0.74 | 1.19 |
Manager | Anil Bamboli | Murthy Nagarajan |
ISIN Code | INF179K01CU6 | INF277K01972 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Month | 0.06% | -0.13% |
6 Month | 4.47% | 3.84% |
1 Year | 8.25% | 7.28% |
3 Year | 7.62% | 6.81% |
5 Year | 6.38% | 5.46% |
SIP Return Analysis
Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
6 Month | 1.35% | 0.92% |
1 Year | 7.73% | 6.51% |
3 Year | 8.05% | 7.15% |
5 Year | 7.07% | 6.24% |
Rolling Lumpsum Returns
Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
1 Year | 8.5% | 7.23% |
3 Year | 8.22% | 7.01% |
5 Year | 8.26% | 7.65% |
Risk Management
Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.90% | 1.05% |
Sharp | 1.17% | 0.28% |
Beta | 1.08% | 1.20% |
Alpha | 0.06% | -0.80% |
Fund Managers
Scheme Name | HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Name | Anil Bamboli | Murthy Nagarajan |
Total AUM | ₹135442 Cr | ₹18015 Cr |
Funds Managed | 12 | 11 |
HDFC Short Term Debt Fund - Growth Option | Tata Short Term Bond Fund -Regular Plan- Growth Option |
Market Cap
Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HDFC Short Term Debt Fund - Growth Option |
Tata Short Term Bond Fund -Regular Plan- Growth Option |
---|---|---|
Others | 100 | 100 |
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